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3drob
User Rank
Platinum
Re: Semi industry model doesn't always translate
3drob   5/18/2012 9:52:44 AM
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Energy storage is just basic physics.  If we can find just the right material and process, it will be like a magical genie that's released to serve our bidding.  Which is why there is an almost religeous component to the desire to have an electric car (with the necessary energy storage).  Reality is less rosey:  eventually it might happen (if someone makes the right discovery), or maybe not.

Last week I just pulled an old model train power supply from the attic and discovered that the diode used to rectify the AC to DC was not silicon but the old selenium type.  Seems unrelated, except that this reminds me of the history of semiconductor development which seems apropos.

Back in the day, electronics were all based on vacuum tubes.  These were hot, large, didn't scale smaller well, and wasted lots of power.  At least they were better than the mechanical devices used before tubes.  Everybody searched high and low for a better device for decades (sound familiar?).  The only available solid state devices in wide use were whisker diodes (handmade, they were not very good signal diodes and certainly couldn't be used for power) and selenium diodes (better for power, but they were very leaky and not as good as vaccuum tubes).

It took the discovery of that magical combination of silicon doped with impurities that can be, for all intents and purposes, printed to create a REAL alternative to tubes.  It would seem battery development is going down EXACTLY the same path as semiconductors.  Moore's law won't apply until that magical discovery is made.

any1
User Rank
Silver
we just need cheaper, not better batteries
any1   5/18/2012 9:28:15 AM
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I don't think that we necessarily need a breakthrough in new materials for a better battery.  I think what the EV industry really needs is a battery manufacturing breakthrough to make current battery technology cheaper.  If we could just make our current Lithium Ion technolgy 50% cheaper that would go a long way in lowering the price of electric vehicles.  While electric cars would of course benefit from smaller and lighter batteries with higher energy density, what we have today is good enough if it could be manufactured more affordably.

EricMJones
User Rank
Gold
EV Batteries
EricMJones   5/18/2012 9:15:43 AM
My dad told me decades ago, "Everyone knows how to build an electric car....NOBODY knows how to build a battery." That's true today. 

Actually these battery guys should hire my ex-boss. He thought anything he knew nothing about was therefore, easy.

Charles Murray
User Rank
Blogger
Re: Semi industry model doesn't always translate
Charles Murray   5/17/2012 5:01:39 PM
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Yes, the softening of the EV market isn't helping, Rob. Recently, car reviewers have seemed shocked when they've looked at the prices of the most recent EVs. Toyota's RAV4 EV came in at $50,000; Ford's Focus came in just under $40,000 and the tiny Mitsubishi i-MiEV clocked in at $31,125, base price. A Wall Street Journal reviewer who admits he's wanted an electric car for a decade seemed dumbfounded by the price of the RAV4 EV, writing, "I can't imagine more than a handful of people willing to spend twice the cost of a gasoline-powered RAV4 to have an electric version." The problem is, everyone's waiting for EVs to follow the path of PC technology, and it isn't happening.

Charles Murray
User Rank
Blogger
Re: Semi industry model doesn't always translate
Charles Murray   5/17/2012 4:53:08 PM
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I agree, Ann. The investment focus should be on applied research and even basic research, rather than on car companies that are making incremental improvements. Incremental improvements might help with plug-in hybrids, but they will limit the acceptance of pure electric cars to early adopters.

Rob Spiegel
User Rank
Blogger
Re: Semi industry model doesn't always translate
Rob Spiegel   5/17/2012 3:46:33 PM
NO RATINGS
The softening of the EV market can't be helping in the support of battery development. The recall has got to hurt. And Ann is right. The venture capital world is accustomed to Moore's Law.

Ann R. Thryft
User Rank
Blogger
Semi industry model doesn't always translate
Ann R. Thryft   5/17/2012 2:03:16 PM
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It sounds like the venture capital industry needs educating on how different the development of some technologies--like batteries--are from the typical curves for semiconductors. Or maybe the funding sources just need to be constructed in a different way for funding such slower, longer-cycle technology development. The semiconductor R&D model, and for that matter, its manufacturing model, are not always transferrable to other tech sectors, such as batteries or vision and optics.

tekochip
User Rank
Platinum
Living in a material world
tekochip   5/17/2012 11:46:31 AM
NO RATINGS
True, all technology is really driven by materials. We have to have an available material before we can build a technology upon it.


Beth Stackpole
User Rank
Blogger
A labor of love
Beth Stackpole   5/17/2012 10:23:32 AM
A great, reminder, Chuck, that great innovation requires patience and long, laborious work. In our fast-moving, immediate gratification society, we tend to forget that. We look at how fast technologies have come on board (cell phones, smart phones, the Internet) and expect that everything follows the same rapid-fire trajectory. Some things, as you well said, can't be rushed.

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